Compare · 2 funds side by side · dividends reinvested

FNDB and IWB

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,999FNDB · best of the two

02 / 04

FNDB and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab Fundamental U.S. Broad Market Index ETFUS Stock Styles · Large cap0.25%1.39%+22.9%+26.8%+24.2%+13.7%−6.3%10.2%$1.5B1.1

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FNDB 2013 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Fundamental U.S. Broad Market Index ETF · $1.5B$18,999

FNDB

IWB

iShares Russell 1000 ETF · $47.8B$17,459

$10,000 five years ago, dividends reinvested · they hold 64.1% in common

FNDBMeasureIWB

+22.9%Year to dateJan 1 → Nov 4+13.0%

+26.8%1 yearTotal return+13.2%

+24.2%3 years · per year$10,000 became $19,180 · $19,023+23.9%

+13.7%5 years · per year$10,000 became $18,999 · $17,459+11.8%

0.25%Expense ratio$25 · $15 a year on $10k · lower is better0.15%

1.39%Trailing 12-mo yield$139 · $91 a year on $10k0.91%

−6.3%Worst dropSmaller is better−8.9%

10.2%VolatilityLower is calmer12.9%

FNDBIWB Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1FNDB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FNDB vs IWB: Top 5 Holdings

Today

FNDB

13.1%in top 5

IWB

in top 525.2%

FNDBStockIWB

not top 5NVDA6.9%

4.4%AAPL6.9%

3.0%MSFT5.5%

1.8%AMZN3.5%

not top 5GOOGL2.3%

2.3%XOMnot top 5

1.7%BRK-Bnot top 5

Held in common64.1%

End-of-day Nov 4, 2026 · share of each fund

FNDB vs IWB Returns, Every Period

SchwabFNDB

+13.7%

5 years, per year

IWBiShares

+11.8%

5 years, per year

FNDBIWBFaded: behind in that period

4–0FNDB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FNDB vs IWB

YTD

SchwabFNDB

+22.9%

IWBiShares

+13.0%

+22.9%Year to date+13.0%

−6.3%Worst drop · 1Y−8.9%

10.2%Volatility · 1Y12.9%

1.4%Yield0.9%

$1.5BAssets$47.8B

4–0FNDB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNDB, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

FNDB0.25%$25

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FNDB, IWB

1.39%highest, FNDB

FundTrailing yieldYield$10k

FNDB1.39%$139

IWB0.91%$91

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$114most kept, FNDB

FNDB$139 − $25 = $114

IWB$91 − $15 = $76

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FNDB, IWB

Today

64.1%most shared, FNDB and IWB

FNDBIWB

FNDB—64.1%

IWB64.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.8%FNDB, at 10.2% volatility

FNDBWorst drop−6.3%10.2% vol

IWBWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FNDBIWB

+22.9%Year to date+13.0%

1.4%Yield0.9%

+26.8%Past year+13.2%

0.25%Fee0.15%

3–1FNDB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026